In my time as an estate planning attorney I met people of all backgrounds and with various levels of wealth.  One client that I remember well was an older woman who was… Read More

Given the experience that I have had working with high wage earners, I have uncovered a less discussed truth: they have a difficult task in order to continue their lifestyle throughout retirement…. Read More

As much as we hear talk of the “new normal” from prominent investment personalities, we believe that it’s just another version of that fateful proclamation heard just before the tech bubble burst… Read More

What is phishing?  Phishing is the act of sending an e-mail to a user falsely claiming to be a legitimate enterprise in an attempt to scam the user into surrendering private information… Read More

I hope you had a chance to read Laura’s blog post last week about the lack of information available for prospective college students about the long term financial consequences of student loans. … Read More

In a recent blog post that I wrote just a few weeks ago I drew attention to the fact that many investor predictions for 2014 played out in the market in unexpected… Read More

$1,200,000,000,000. That’s a lot of zeros. That’s also our country’s nationwide student loan debt. Student loan debt has recently passed both auto loans and credit card debt, but this shouldn’t come as… Read More

Have you thought about how your family might treat each other when you’re gone?  It’s not a fun topic to consider, but a necessary one.  They may get along great now, but… Read More

Now that the holidays are behind us, we find ourselves entering a new season:  it’s the time of year for annual market and economic forecasts.  Economists, financial analysts, and investment managers alike… Read More

Both are highly trained and skilled. Both work within some form of established guidelines. For the investment manager it’s an investment policy. For the chef it’s a recipe. Both allow for creativity… Read More